See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,661 | $106,584-86.2% | $101,326-85.5% | $142,382-89.7% |
| Participation rate | 75.0% | 82.7%-7.7pp | 81.5%-6.5pp | 80.1%-5.1pp |
| Annual return | 28.94% | 36.93%-8.0pp | 36.82%-7.9pp | 217.08%-188.1pp |
| Employer contribution / active EE | $2,087 | $3,956-47.3% | $3,665-43.1% | $4,299-51.5% |
| Participant deferral / active EE | $3,110 | $8,297-62.5% | $7,994-61.1% | $6,507-52.2% |
| Admin fee / account holder | $73 | $11,446-99.4% | $11,185-99.3% | $12,624-99.4% |